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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,860 | $60,349-35.6% | $74,184-47.6% | $62,881-38.2% |
| Participation rate | 40.7% | 72.7%-32.1pp | 76.6%-35.9pp | 69.3%-28.6pp |
| Annual return | 4.49% | 21.38%-16.9pp | 17.74%-13.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $214 | $1,680-87.2% | $2,370-91.0% | $2,281-90.6% |
| Participant deferral / active EE | $1,745 | $2,856-38.9% | $3,550-50.8% | $3,203-45.5% |
| Admin fee / account holder | $12,633 | $4,261+196.5% | $5,586+126.2% | $4,296+194.1% |